Dec 31, 2021

Vertex Q4 2021 Earnings Report

Vertex reported a revenue increase of 12.2% year-over-year, ARR growth of 17.0% year-over-year, and net revenue retention rate of 108%.

Key Takeaways

Vertex announced its Q4 and full year 2021 financial results, revealing a 12.2% increase in total revenues for the fourth quarter, reaching $111.7 million. The company's ARR grew by 17.0% year-over-year to $370.2 million, and the net revenue retention rate was 108%.

Total revenues increased by 12.2% year-over-year, reaching $111.7 million.

Software subscription revenues grew by 11.1% year-over-year, totaling $93.3 million.

Cloud revenues increased by 38.9% year-over-year, amounting to $34.7 million.

ARR reached $370.2 million, a 17.0% increase year-over-year.

Total Revenue
$112M
Previous year: $99.5M
+12.2%
EPS
$0.08
Previous year: $0.08
+0.0%
Annual Recurring Revenue
$370M
Previous year: $316M
+17.0%

Vertex

Vertex

Forward Guidance

For the first quarter of 2022, the Company currently expects revenues of $112.5 million to $113.5 million, representing growth of 15% to 16% from the first quarter of 2021; and Adjusted EBITDA of $16.0 million to $17.0 million, representing a decrease of $1.0 million to $2.0 million from the first quarter of 2021. For the full-year 2022, the Company currently expects revenues of $479 million to $483 million, representing growth of 13% to 14% from the full-year 2021; Cloud revenue growth of 33% from the full-year 2021; and Adjusted EBITDA of $72 million to $75 million, representing a decrease of $3 million to $6 million from the full-year 2021, reflecting additional spend in research and development, as well as selling and marketing expenses to drive growth.

Positive Outlook

  • Revenues of $112.5 million to $113.5 million for Q1 2022, representing 15-16% growth from Q1 2021
  • Full-year 2022 revenues of $479 million to $483 million, representing 13-14% growth from full-year 2021
  • Cloud revenue growth of 33% from full-year 2021
  • Increased operational flexibility through credit facility refinancing
  • Confidence in strong footing to support operations and growth strategies

Challenges Ahead

  • Adjusted EBITDA of $16.0 million to $17.0 million for Q1 2022, a decrease of $1.0 million to $2.0 million from Q1 2021
  • Adjusted EBITDA of $72 million to $75 million for full-year 2022, a decrease of $3 million to $6 million from full-year 2021
  • Additional spending in research and development
  • Additional spending in selling and marketing expenses to drive growth
  • Inability to reconcile forward-looking Adjusted EBITDA to net income (loss) due to unpredictable items